13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001386060
申報總市值
US$1125.7億
US$1125.7億
753 檔
6.6%
根據最新整理的 13F 季度數據集，Boston Partners 於 Q4 2025 結束時的管理資產規模為 US$1125.7億。該機構在本季度申報了 753 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2025 的申報記錄反映 Boston Partners 的板塊替換策略：機構本季推動了 22 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
整體而言，Boston Partners 的前 5 大持股（包含 JPM, COR, LPLA）貢獻了組合市值的 6.6%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 753 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.02% | -3.48% | |
| 2 | COR | Cencora Inc | 股票-醫療保健 | 1.47% | -0.25% | -6.93% | |
| 3 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.31% | -0.23% | -3.24% | |
| 4 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.27% | +0.11% | +0.46% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.19% | +1.54% | +3.48% | |
| 6 | KGC | Kinross Gold CORP | 股票-原物料 | 1.16% | -0.36% | -15.63% | |
| 7 | CRH | CRH plc | 股票-原物料 | 1.13% | +0.24% | -10.86% | |
| 8 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.06% | +0.01% | -7.00% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.05% | +0.22% | -33.47% | |
| 10 | PM | Philip Morris International | 股票-非循環性消費 | 1.05% | -0.02% | -9.92% | |
| 11 | MCK | Mckesson CORP | 股票-醫療保健 | 1.04% | -0.26% | -7.60% | |
| 12 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.03% | -0.64% | -2.95% | |
| 13 | MCHP | Microchip Technology Inc | 股票-科技 | 1.01% | +0.17% | -6.32% | |
| 14 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.96% | +0.01% | +14.92% | |
| 15 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.95% | +0.06% | +14.45% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.07% | +5.23% | |
| 17 | FANG | Diamondback Energy Inc | 股票-能源 | 0.87% | -0.27% | -2.74% | |
| 18 | KEYS | Keysight Technologies In | 股票-科技 | 0.85% | -0.73% | -17.26% | |
| 19 | AZO | Autozone Inc | 股票-循環性消費 | 0.83% | -0.10% | -14.11% | |
| 20 | FE | Firstenergy CORP | 股票-公用事業 | 0.82% | -0.16% | -3.04% | |
| 21 | SYY | Sysco CORP | 股票-非循環性消費 | 0.82% | -0.33% | -14.11% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.80% | +0.05% | -7.63% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.80% | +0.29% | -10.85% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.80% | +0.05% | -4.43% | |
| 25 | UBER | Uber Technologies Inc | 股票-工業 | 0.77% | -0.03% | -3.70% | |
| 26 | ALLE | Allegion plc | 股票-工業 | 0.76% | -0.10% | -2.81% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.76% | +0.01% | — | |
| 28 | FLEX | Flex Ltd. | 股票-科技 | 0.76% | +0.34% | -36.40% | |
| 29 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.75% | -0.02% | +15.71% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | +0.70% | -13.54% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工業 | 0.73% | -0.15% | +27.58% | |
| 32 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.70% | +0.07% | -3.06% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.70% | +0.11% | -5.55% | |
| 34 | NEM | Newmont CORP | 股票-原物料 | 0.70% | -0.21% | -3.53% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.69% | -0.75% | EXIT | |
| 36 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.67% | -0.08% | +98.37% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 0.67% | +0.08% | -3.30% | |
| 38 | RS | Reliance Inc | 股票-原物料 | 0.66% | +0.06% | -2.65% | |
| 39 | URI | United Rentals Inc | 股票-工業 | 0.65% | +0.20% | +3.98% | |
| 40 | TXT | Textron Inc | 股票-工業 | 0.65% | -0.02% | -0.30% | |
| 41 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.64% | +0.39% | +16.65% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.64% | -0.06% | -2.92% | |
| 43 | ETR | Entergy CORP | 股票-公用事業 | 0.64% | -0.08% | -2.88% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.03% | -4.42% | |
| 45 | FDX | Fedex CORP | 股票-工業 | 0.61% | -0.13% | +2.89% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.61% | +0.27% | -4.37% | |
| 47 | DELL | Dell Technologies -c | 股票-科技 | 0.61% | +0.57% | -12.41% | |
| 48 | AON | Aon plc | 股票-金融 | 0.60% | -0.04% | -4.46% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.59% | -0.05% | -1.82% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.58% | -0.02% | -1.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ODFL | Old Dominion Freight Line | +0.4% | +98.37% | 加碼 |
| 2 | CI | THE Cigna Group | +0.4% | +314.59% | 加碼 |
| 3 | ICE | Intercontinental Exchange In | +0.3% | +148.55% | 加碼 |
| 4 | APO | Apollo Global Management Inc | +0.3% | +106.69% | 加碼 |
| 5 | IQV | Iqvia Holdings Inc | +0.3% | +14.92% | 加碼 |
| 6 | FCX | Freeport-mcmoran Inc | +0.2% | +75.10% | 加碼 |
| 7 | STLD | Steel Dynamics Inc | +0.2% | +147.88% | 加碼 |
| 8 | NRG | Nrg Energy Inc | +0.2% | +124.10% | 加碼 |
| 9 | XEL | Xcel Energy Inc | +0.2% | +4530.70% | 加碼 |
| 10 | HUBB | Hubbell Inc | +0.2% | +37.84% | 加碼 |
| 11 | WFC | Wells Fargo & Co | +0.2% | +5.23% | 加碼 |
| 12 | LHX | L3harris Technologies Inc | +0.1% | +27.58% | 加碼 |
| 13 | FDX | Fedex CORP | +0.1% | +2.89% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.1% | -33.47% | 減碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +14.45% | 加碼 |
| 16 | PM | Philip Morris International | -0.1% | -9.92% | 減碼 |
| 17 | IDCC | Interdigital Inc | -0.1% | -24.17% | 減碼 |
| 18 | HD | Home Depot Inc | -0.1% | -15.73% | 減碼 |
| 19 | KO | Coca-cola Co/the | -0.1% | -22.75% | 減碼 |
| 20 | J | Jacobs Solutions Inc | -0.1% | -19.49% | 減碼 |
| 21 | ALL | Allstate CORP | -0.1% | -19.64% | 減碼 |
| 22 | EVR | Evercore Inc - A | -0.1% | -34.00% | 減碼 |
| 23 | EMR | Emerson Electric Co | -0.1% | -35.94% | 減碼 |
| 24 | CART | Maplebear Inc | -0.1% | -92.38% | 減碼 |
| 25 | BRO | Brown & Brown Inc | -0.2% | -98.91% | 減碼 |
| 26 | STX | Seagate Technology Holdings plc | -0.2% | -55.48% | 減碼 |
| 27 | DELL | Dell Technologies -c | -0.2% | -12.41% | 減碼 |
| 28 | CVE | Cenovus Energy Inc | -0.2% | -39.66% | 減碼 |
| 29 | UBER | Uber Technologies Inc | -0.2% | -3.70% | 減碼 |
| 30 | OMC | Omnicom Group | -0.2% | -74.11% | 減碼 |
| 31 | SLM | Slm CORP | -0.2% | -93.06% | 減碼 |
| 32 | MPC | Marathon Petroleum CORP | -0.2% | -2.95% | 減碼 |
| 33 | SYY | Sysco CORP | -0.2% | -14.11% | 減碼 |
| 34 | 6D8 | Dupont De Nemours Inc | -0.2% | -51.46% | 減碼 |
| 35 | EFX | Equifax Inc | -0.2% | -81.39% | 減碼 |
| 36 | TEL | TE Connectivity plc | -0.3% | -67.42% | 減碼 |
| 37 | FIS | Fidelity National Info Serv | -0.3% | -86.57% | 減碼 |
| 38 | FLEX | Flex Ltd. | -0.4% | -36.40% | 減碼 |
| 39 | AZO | Autozone Inc | -0.4% | -14.11% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.4% | -17.83% | 減碼 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.7% | -75.27% | 減碼 |
| 42 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 43 | GILD | Gilead Sciences Inc | — | NEW | 新建倉 |
| 44 | LH | Labcorp Holdings Inc | — | NEW | 新建倉 |
| 45 | EPAM | Epam Systems Inc | — | NEW | 新建倉 |
| 46 | LULU | Lululemon Athletica Inc | — | NEW | 新建倉 |
| 47 | BIIB | Biogen Inc | — | NEW | 新建倉 |
| 48 | YUM | Yum! Brands Inc | — | NEW | 新建倉 |
| 49 | VNT | Vontier CORP | — | NEW | 新建倉 |
| 50 | HOG | Harley-davidson Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Boston Partners 在 Q4 2025 季度的美股持倉總市值約為 US$1125.7億，共申報了 753 個公開持股部位。
在 Q4 2025 季度，Boston Partners 按市值排列的前三大核心持股分別為：JPM (2.4%)、COR (1.5%)、LPLA (1.3%)。其中最大持股部位 JPM 佔據整體投資組合約 2.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
META
市值: US$7.3億
本季最大獲利了結 / 清倉標的
HOG
前期市值: US$1.1億
在 Q4 2025 季度中，Boston Partners 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 14 個部位、減碼 27 個部位以及清倉 1 個部位。 其中最大新建倉標的為 META。 本季清倉部位包含 HOG。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。